 DANAHER DEL COMDHR |
| 4.59% | — | $1.02亿 | 53.7万股 | $0 | 0股 | +53.7万股 | 新买入 |
 联合健康UNH |
| 3.93% | — | $8,771.9万 | 21.1万股 | $0 | 0股 | +21.1万股 | 新买入 |
 爱德华生命科学EW |
| 3.48% | 1.22% | $7,769.8万 | 85.9万股 | $1,867.4万 | 23.3万股 | +62.6万股+268.34% | 加仓 |
 VisaV |
| 3.05% | — | $6,812.2万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.99% | — | $6,663.6万 | 30.2万股 | $0 | 0股 | +30.2万股 | 新买入 |
 穆迪MCO |
| 2.94% | — | $6,557.5万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 梅特勒托利多MTD |
| 2.87% | — | $6,407.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 英特尔INTC |
| 2.62% | 1.76% | $5,842.5万 | 41.8万股 | $2,701.0万 | 61.2万股 | -19.4万股-31.64% | 减仓 |
| CCHARLES RIV LABS INTLCRL |
| 2.51% | 4.07% | $5,601.2万 | 24.7万股 | $6,246.2万 | 36.2万股 | -11.5万股-31.79% | 减仓 |
 捷迈邦美ZBH |
| 2.46% | — | $5,497.3万 | 63.9万股 | $0 | 0股 | +63.9万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.4% | — | $5,356.0万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 BlockXYZ |
| 2.34% | 2.87% | $5,226.2万 | 68.8万股 | $4,397.4万 | 73.1万股 | -4.3万股-5.89% | 减仓 |
 谷歌AGOOGL |
| 2.32% | — | $5,170.4万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
| IIBMIBM |
| 2.06% | — | $4,596.7万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
| TTENET HEALTHCARETHC |
| 1.9% | 2.22% | $4,238.1万 | 22.7万股 | $3,405.9万 | 18.0万股 | +4.6万股+25.52% | 加仓 |
 CloudflareNET |
| 1.87% | 1.47% | $4,168.4万 | 17.0万股 | $2,250.4万 | 10.9万股 | +6.1万股+55.83% | 加仓 |
 沃特世WAT |
| 1.67% | 4.03% | $3,722.6万 | 9.9万股 | $6,188.7万 | 20.8万股 | -10.9万股-52.24% | 减仓 |
 Arista网络ANET |
| 1.67% | 0.2% | $3,722.0万 | 21.9万股 | $307.0万 | 2.5万股 | +19.4万股+776.39% | 加仓 |
 苹果AAPL |
| 1.59% | 3.24% | $3,557.4万 | 12.3万股 | $4,977.6万 | 19.6万股 | -7.3万股-37.32% | 减仓 |
 慧与HPEHPE |
| 1.53% | 1.33% | $3,418.1万 | 75.8万股 | $2,045.3万 | 85.9万股 | -10.1万股-11.79% | 减仓 |
 CorpayCPAY |
| 1.52% | 1.51% | $3,393.2万 | 10.2万股 | $2,313.6万 | 8.0万股 | +2.2万股+28.05% | 加仓 |
 美敦力MDT |
| 1.51% | — | $3,372.0万 | 43.1万股 | $0 | 0股 | +43.1万股 | 新买入 |
 美光科技MU |
| 1.51% | — | $3,368.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 Meta平台META |
| 1.49% | 2.61% | $3,314.7万 | 5.9万股 | $3,998.2万 | 7.0万股 | -1.1万股-15.79% | 减仓 |
 Bloom EnergyBE |
| 1.45% | — | $3,239.9万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.36% | — | $3,023.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.34% | — | $2,987.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 REDDIT CL ARDDT |
| 1.33% | — | $2,960.8万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 IQVIAIQV |
| 1.25% | — | $2,794.5万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 新思科技SNPS |
| 1.23% | 0.68% | $2,752.0万 | 6.2万股 | $1,038.1万 | 2.6万股 | +3.6万股+135.62% | 加仓 |
 Jack Henry & Associates, IncJKHY |
| 1.15% | — | $2,576.3万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.12% | 0.59% | $2,500.4万 | 5.4万股 | $899.6万 | 1.9万股 | +3.6万股+193.55% | 加仓 |
 环联TRU |
| 1.08% | 3.83% | $2,408.9万 | 33.4万股 | $5,869.7万 | 84.8万股 | -51.4万股-60.64% | 减仓 |
 CROWN CASTLE COMCCI |
| 1.05% | — | $2,342.5万 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
| AASTERA LABSALAB |
| 1.04% | — | $2,313.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| LLYFT INC CLASS ALYFT |
| 1.02% | — | $2,271.0万 | 155.4万股 | $0 | 0股 | +155.4万股 | 新买入 |
| WWEXWEX |
| 1.02% | — | $2,268.4万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
 REVVITYRVTY |
| 0.96% | — | $2,148.4万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| EENCOMPASS HEALTH COMEHC |
| 0.94% | — | $2,099.6万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
 ZscalerZS |
| 0.91% | — | $2,039.6万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 PALO ALTOPANW |
| 0.89% | 1.14% | $1,978.5万 | 5.8万股 | $1,746.7万 | 10.9万股 | -5.1万股-46.75% | 减仓 |
| DDYNATRACEDT |
| 0.85% | 0.41% | $1,901.8万 | 43.3万股 | $634.8万 | 17.2万股 | +26.1万股+152.32% | 加仓 |
 RobinhoodHOOD |
| 0.85% | — | $1,899.3万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
 ADOBE COMADBE |
| 0.85% | — | $1,891.0万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 ExpediaEXPE |
| 0.83% | 0.47% | $1,857.6万 | 7.3万股 | $725.2万 | 3.1万股 | +4.1万股+131.14% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.83% | — | $1,852.9万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
 赛富时CRM |
| 0.82% | 2.1% | $1,837.5万 | 11.7万股 | $3,215.8万 | 17.2万股 | -5.5万股-31.91% | 减仓 |
 BOOKING COMBKNG |
| 0.81% | 0.4% | $1,801.0万 | 10.1万股 | $620.2万 | 1,473股 | +10.0万股+6,759.81% | 加仓 |
 MONGODB CL AMDB |
| 0.8% | — | $1,787.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.8% | 1.36% | $1,784.5万 | 12.9万股 | $2,092.6万 | 22.1万股 | -9.2万股-41.59% | 减仓 |
